Vest Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 30, 2026, reports $51.8B in regulatory assets under management, 52 employees, and 154 accounts.
Assets Under Management
$51.8B
Employees
52
Offices
--
Total Clients
180
Primary office
MCLEAN, VA
8350 BROAD ST, SUITE 240, MCLEAN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 85.6% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
85.6%
154
2
Pooled Investment Vehicles
14.4%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$51.8Bas of March 30, 2026
Discretionary100.0%
$51.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$51.8B
Total Accounts154
10Y AUM Change+$51.7B (+64282.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees52
Clients per Employee3:1
10Y Employee Change+44 (+550.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.